Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VBR, IDCC, GOOG, and represent 11.36% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGCO (+$15M), SAIC (+$12M), AAP (+$11M), BLK (+$11M), Everus Constr Group (+$9.6M), QRVO (+$6.9M), VSH (+$5.6M), UGI, LEVI, CSGS.
- Started 16 new stock positions in SCHP, SPEM, MAR, FSBC, SPMB, JPC, VEU, Everus Constr Group, SPG, BLK. IGM, SCHO, SPIB, AVDX, EFG, SPSB.
- Reduced shares in these 10 stocks: IDCC (-$15M), , CSWI (-$8.8M), SFM (-$6.4M), INTC, BDX, AVGO, AMP, SCHL, WMT.
- Sold out of its positions in AAN, BlackRock, CCI, FAS, EA, GL, IUSG, IEFA, DGRO, MPC. NUE.
- Bragg Financial Advisors was a net buyer of stock by $45M.
- Bragg Financial Advisors has $2.5B in assets under management (AUM), dropping by 1.61%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 325 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.1 | $76M | 304k | 250.42 |
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| Microsoft Corporation (MSFT) | 2.9 | $71M | 167k | 421.50 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $55M | 278k | 198.18 |
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| InterDigital (IDCC) | 1.7 | $43M | -25% | 220k | 193.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $36M | -2% | 191k | 190.44 |
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| SYNNEX Corporation (SNX) | 1.5 | $36M | 306k | 117.28 |
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| Sprouts Fmrs Mkt (SFM) | 1.4 | $35M | -15% | 278k | 127.07 |
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| Oracle Corporation (ORCL) | 1.4 | $35M | -2% | 210k | 166.64 |
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| Servisfirst Bancshares (SFBS) | 1.4 | $35M | 412k | 84.74 |
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| Broadcom (AVGO) | 1.4 | $34M | -5% | 147k | 231.84 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.4 | $34M | 121k | 280.06 |
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| Fabrinet SHS (FN) | 1.3 | $33M | 149k | 219.88 |
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| Amazon (AMZN) | 1.2 | $31M | 139k | 219.39 |
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| Rli (RLI) | 1.2 | $29M | 176k | 164.83 |
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| Meta Platforms Cl A (META) | 1.2 | $29M | -2% | 49k | 585.51 |
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| Bofi Holding (AX) | 1.1 | $28M | 398k | 69.85 |
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| American Express Company (AXP) | 1.1 | $27M | -3% | 93k | 296.79 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $27M | +5% | 541k | 50.13 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.1 | $27M | -2% | 166k | 161.77 |
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| Pvh Corporation (PVH) | 1.1 | $26M | 248k | 105.75 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $26M | 101k | 253.75 |
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| Applied Materials (AMAT) | 1.0 | $25M | 155k | 162.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $25M | 60k | 410.44 |
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| UGI Corporation (UGI) | 1.0 | $25M | +20% | 874k | 28.23 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $25M | +2% | 145k | 169.30 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $25M | +4% | 415k | 58.93 |
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| Eaton Corp SHS (ETN) | 1.0 | $24M | -3% | 72k | 331.87 |
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| Science App Int'l (SAIC) | 0.9 | $23M | +97% | 210k | 111.78 |
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| Wal-Mart Stores (WMT) | 0.9 | $23M | -4% | 253k | 90.35 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $23M | -3% | 95k | 239.71 |
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| Oshkosh Corporation (OSK) | 0.9 | $22M | +9% | 230k | 95.07 |
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| MGIC Investment (MTG) | 0.9 | $22M | 907k | 23.71 |
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| Cisco Systems (CSCO) | 0.9 | $21M | +2% | 359k | 59.20 |
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| Enstar Group SHS (ESGR) | 0.9 | $21M | 66k | 322.05 |
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| John Bean Technologies Corporation | 0.8 | $21M | 164k | 127.10 |
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| CNO Financial (CNO) | 0.8 | $21M | 555k | 37.21 |
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| Advance Auto Parts (AAP) | 0.8 | $21M | +121% | 435k | 47.29 |
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| Msc Indl Direct Cl A (MSM) | 0.8 | $20M | 274k | 74.69 |
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| Home Depot (HD) | 0.8 | $20M | 52k | 388.99 |
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| CSG Systems International (CSGS) | 0.8 | $20M | +18% | 385k | 51.11 |
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| McDonald's Corporation (MCD) | 0.8 | $19M | 67k | 289.89 |
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| Vishay Intertechnology (VSH) | 0.8 | $19M | +41% | 1.1M | 16.94 |
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| Arrow Electronics (ARW) | 0.8 | $19M | +10% | 164k | 113.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $18M | +2% | 52k | 351.79 |
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| Ameriprise Financial (AMP) | 0.7 | $18M | -6% | 34k | 532.43 |
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| Costco Wholesale Corporation (COST) | 0.7 | $18M | -3% | 20k | 916.27 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $18M | 96k | 187.51 |
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| Iac Com New (IAC) | 0.7 | $18M | 407k | 43.14 |
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| Booking Holdings (BKNG) | 0.7 | $17M | -5% | 3.4k | 4967.94 |
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| G-III Apparel (GIII) | 0.7 | $17M | 515k | 32.62 |
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| Corning Incorporated (GLW) | 0.7 | $17M | +2% | 353k | 47.52 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $16M | +3% | 205k | 80.27 |
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| AGCO Corporation (AGCO) | 0.7 | $16M | +1003% | 175k | 93.48 |
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| New Jersey Resources Corporation (NJR) | 0.7 | $16M | 349k | 46.65 |
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| Procter & Gamble Company (PG) | 0.7 | $16M | 96k | 167.65 |
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| UnitedHealth (UNH) | 0.6 | $16M | -3% | 31k | 505.86 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $16M | -3% | 30k | 526.57 |
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| Horace Mann Educators Corporation (HMN) | 0.6 | $16M | 397k | 39.23 |
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| TJX Companies (TJX) | 0.6 | $15M | -2% | 126k | 120.81 |
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| Danaher Corporation (DHR) | 0.6 | $15M | 66k | 229.55 |
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| NVIDIA Corporation (NVDA) | 0.6 | $15M | +25% | 113k | 134.29 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.6 | $15M | +36% | 866k | 17.30 |
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| International Business Machines (IBM) | 0.6 | $15M | 68k | 219.83 |
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| Honeywell International (HON) | 0.6 | $15M | 66k | 225.89 |
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| Walt Disney Company (DIS) | 0.6 | $15M | 132k | 111.35 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $15M | 125k | 115.72 |
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| Fiserv (FI) | 0.6 | $14M | -4% | 69k | 205.42 |
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| Merck & Co (MRK) | 0.6 | $14M | 141k | 99.48 |
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| Amgen (AMGN) | 0.6 | $14M | -2% | 53k | 260.64 |
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| Abbvie (ABBV) | 0.5 | $14M | 76k | 177.70 |
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| Union Pacific Corporation (UNP) | 0.5 | $13M | 59k | 228.04 |
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| salesforce (CRM) | 0.5 | $13M | +10% | 39k | 334.33 |
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| Raymond James Financial (RJF) | 0.5 | $13M | 83k | 155.33 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $13M | 119k | 107.57 |
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| Abbott Laboratories (ABT) | 0.5 | $13M | 113k | 113.11 |
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| Johnson & Johnson (JNJ) | 0.5 | $13M | -2% | 88k | 144.62 |
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| Qualcomm (QCOM) | 0.5 | $13M | +4% | 83k | 153.62 |
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| Southern Company (SO) | 0.5 | $12M | 150k | 82.32 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.5 | $12M | -2% | 85k | 144.61 |
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| Tesla Motors (TSLA) | 0.5 | $12M | 29k | 403.84 |
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| Rent-A-Center (UPBD) | 0.5 | $12M | +14% | 406k | 29.17 |
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| Progressive Corporation (PGR) | 0.5 | $12M | -7% | 49k | 239.61 |
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| Rbc Cad (RY) | 0.5 | $12M | 96k | 120.51 |
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| Csw Industrials (CSWI) | 0.5 | $12M | -43% | 33k | 352.80 |
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| Advanced Micro Devices (AMD) | 0.4 | $11M | +2% | 92k | 120.79 |
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| Synaptics, Incorporated (SYNA) | 0.4 | $11M | 145k | 76.32 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.4 | $11M | 201k | 54.21 |
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| Prudential Financial (PRU) | 0.4 | $11M | 91k | 118.53 |
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| Darling International (DAR) | 0.4 | $11M | +18% | 320k | 33.69 |
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| MDU Resources (MDU) | 0.4 | $11M | +6% | 589k | 18.02 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $11M | 282k | 37.53 |
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| Blackrock (BLK) | 0.4 | $11M | NEW | 10k | 1025.11 |
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| Ge Aerospace Com New (GE) | 0.4 | $10M | 62k | 166.79 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $10M | -4% | 59k | 172.42 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $10M | +6% | 23k | 444.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.9M | 52k | 189.30 |
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| Qorvo (QRVO) | 0.4 | $9.6M | +256% | 138k | 69.93 |
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| Everus Constr Group | 0.4 | $9.6M | NEW | 147k | 65.75 |
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| Concentrix Corp (CNXC) | 0.4 | $9.6M | +8% | 221k | 43.27 |
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| ConocoPhillips (COP) | 0.4 | $9.5M | 95k | 99.17 |
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| Pepsi (PEP) | 0.4 | $9.4M | 62k | 152.06 |
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| Air Products & Chemicals (APD) | 0.4 | $9.3M | -2% | 32k | 290.04 |
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| Eli Lilly & Co. (LLY) | 0.4 | $9.3M | +3% | 12k | 772.00 |
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| Deckers Outdoor Corporation (DECK) | 0.4 | $9.1M | -2% | 45k | 203.09 |
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| Becton, Dickinson and (BDX) | 0.4 | $8.9M | -21% | 39k | 226.87 |
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| Trane Technologies SHS (TT) | 0.3 | $8.6M | 23k | 369.35 |
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| Shell Spon Ads (SHEL) | 0.3 | $8.3M | 133k | 62.65 |
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| Graphic Packaging Holding Company (GPK) | 0.3 | $8.0M | 294k | 27.16 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $7.9M | +3% | 74k | 106.55 |
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| Lowe's Companies (LOW) | 0.3 | $7.9M | +5% | 32k | 246.80 |
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| Prologis (PLD) | 0.3 | $7.8M | 73k | 105.70 |
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| Gra (GGG) | 0.3 | $7.5M | 90k | 84.29 |
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| Arcadium Lithium Com Shs (ALTM) | 0.3 | $6.9M | +4% | 1.4M | 5.13 |
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| Scholastic Corporation (SCHL) | 0.3 | $6.9M | -13% | 322k | 21.33 |
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| Starbucks Corporation (SBUX) | 0.3 | $6.8M | 75k | 91.25 |
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| Pfizer (PFE) | 0.3 | $6.8M | -6% | 255k | 26.53 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $6.7M | 13k | 520.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $6.7M | +3% | 11k | 586.08 |
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| TreeHouse Foods (THS) | 0.3 | $6.5M | 185k | 35.13 |
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| Ducommun Incorporated (DCO) | 0.3 | $6.5M | 101k | 63.66 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $6.4M | +8% | 60k | 105.48 |
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| Verizon Communications (VZ) | 0.2 | $5.9M | 147k | 39.99 |
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| Rio Tinto Sponsored Adr (RIO) | 0.2 | $5.8M | 99k | 58.81 |
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| Nextera Energy (NEE) | 0.2 | $5.8M | +15% | 81k | 71.69 |
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| VSE Corporation (VSEC) | 0.2 | $5.8M | 61k | 95.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.8M | -3% | 13k | 453.28 |
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| Equinix (EQIX) | 0.2 | $5.5M | +3% | 5.8k | 942.92 |
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| Chevron Corporation (CVX) | 0.2 | $5.3M | -2% | 36k | 144.84 |
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| Flowers Foods (FLO) | 0.2 | $5.1M | -11% | 247k | 20.66 |
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| Paypal Holdings (PYPL) | 0.2 | $4.9M | +7% | 57k | 85.35 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.8M | 7.00 | 680920.00 |
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| PPG Industries (PPG) | 0.2 | $4.8M | 40k | 119.45 |
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| Boston Properties (BXP) | 0.2 | $4.7M | +5% | 63k | 74.36 |
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| American Tower Reit (AMT) | 0.2 | $4.6M | -2% | 25k | 183.41 |
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| Littelfuse (LFUS) | 0.2 | $4.6M | +35% | 20k | 235.65 |
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| Knife River Corp Common Stock (KNF) | 0.2 | $4.6M | 45k | 101.64 |
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| Nike CL B (NKE) | 0.2 | $4.3M | -9% | 57k | 75.67 |
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| United Parcel Service CL B (UPS) | 0.2 | $4.3M | -5% | 34k | 126.10 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $4.0M | 37k | 107.74 |
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| T. Rowe Price (TROW) | 0.2 | $3.9M | -5% | 35k | 113.09 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.6M | 83k | 43.38 |
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| Stryker Corporation (SYK) | 0.1 | $3.6M | +151% | 10k | 360.05 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.6M | -3% | 13k | 269.70 |
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| Metropcs Communications (TMUS) | 0.1 | $3.4M | -2% | 15k | 220.73 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.3M | +3% | 73k | 45.34 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.2M | 13k | 240.28 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.1M | 30k | 106.55 |
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| L.B. Foster Company (FSTR) | 0.1 | $3.0M | 112k | 26.90 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $2.9M | +6% | 50k | 58.00 |
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| W.W. Grainger (GWW) | 0.1 | $2.9M | 2.7k | 1054.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.8M | -2% | 9.7k | 289.81 |
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| Deere & Company (DE) | 0.1 | $2.7M | 6.4k | 423.72 |
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| Hershey Company (HSY) | 0.1 | $2.7M | +16% | 16k | 169.35 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.6M | +7% | 11k | 232.52 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.6M | -5% | 34k | 76.83 |
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| General Dynamics Corporation (GD) | 0.1 | $2.5M | 9.4k | 263.48 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.5M | -2% | 20k | 124.96 |
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| UniFirst Corporation (UNF) | 0.1 | $2.4M | 14k | 171.09 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $2.4M | -5% | 50k | 47.39 |
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| Ingersoll Rand (IR) | 0.1 | $2.4M | 26k | 90.46 |
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| Darden Restaurants (DRI) | 0.1 | $2.4M | -7% | 13k | 186.68 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.3M | 59k | 39.55 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.3M | +13% | 3.7k | 621.80 |
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| Quanta Services (PWR) | 0.1 | $2.3M | 7.3k | 316.05 |
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| Exelon Corporation (EXC) | 0.1 | $2.3M | -12% | 60k | 37.64 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $2.3M | +10% | 88k | 25.58 |
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| Ge Vernova (GEV) | 0.1 | $2.2M | -25% | 6.8k | 328.93 |
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| Caterpillar (CAT) | 0.1 | $2.2M | +4% | 6.1k | 362.76 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.2M | -5% | 28k | 77.27 |
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| Coca-Cola Company (KO) | 0.1 | $2.2M | -2% | 35k | 62.26 |
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| Bank of America Corporation (BAC) | 0.1 | $2.1M | +5% | 48k | 43.95 |
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| Valero Energy Corporation (VLO) | 0.1 | $2.1M | -2% | 17k | 122.59 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.0M | 36k | 56.56 |
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| Dupont De Nemours (DD) | 0.1 | $2.0M | -3% | 26k | 76.25 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $2.0M | +2% | 20k | 96.81 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $2.0M | +10% | 35k | 55.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.9M | -2% | 7.2k | 264.13 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.9M | -2% | 8.9k | 210.14 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.9M | 12k | 159.52 |
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| Centene Corporation (CNC) | 0.1 | $1.8M | 30k | 60.58 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.7M | +13% | 6.7k | 253.69 |
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| Anthem (ELV) | 0.1 | $1.7M | 4.5k | 368.90 |
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| Constellation Energy (CEG) | 0.1 | $1.6M | 7.3k | 223.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | 33k | 47.82 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.5M | 31k | 49.05 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.5M | -2% | 17k | 90.91 |
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| Automatic Data Processing (ADP) | 0.1 | $1.4M | -8% | 4.9k | 292.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | +16% | 2.4k | 588.68 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.4M | -2% | 2.6k | 538.81 |
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| Dominion Resources (D) | 0.1 | $1.3M | -5% | 25k | 53.86 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.3M | 7.2k | 184.51 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | -70% | 66k | 20.05 |
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| Phillips 66 (PSX) | 0.1 | $1.3M | 11k | 113.93 |
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| General Mills (GIS) | 0.1 | $1.3M | -2% | 20k | 63.77 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.2M | -4% | 11k | 108.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.2M | 13k | 89.08 |
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| Goldman Sachs (GS) | 0.0 | $1.2M | 2.0k | 572.62 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $1.2M | 29k | 40.34 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 9.8k | 115.22 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.1M | 8.3k | 135.37 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.1M | 3.9k | 287.82 |
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| AFLAC Incorporated (AFL) | 0.0 | $1.1M | -4% | 11k | 103.44 |
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| Schweitzer-Mauduit International (MATV) | 0.0 | $1.1M | -47% | 101k | 10.90 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $1.1M | +31% | 39k | 27.94 |
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| Netflix (NFLX) | 0.0 | $1.1M | +16% | 1.2k | 891.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | 4.9k | 220.96 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.1M | -2% | 12k | 90.93 |
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| Wells Fargo & Company (WFC) | 0.0 | $984k | +7% | 14k | 70.24 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $969k | +4% | 22k | 44.04 |
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| Fortive (FTV) | 0.0 | $956k | -5% | 13k | 75.00 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $944k | 20k | 48.15 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $942k | 9.0k | 104.89 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $931k | 739.00 | 1259.99 |
|
|
| Visa Com Cl A (V) | 0.0 | $931k | -10% | 2.9k | 316.07 |
|
| Carrier Global Corporation (CARR) | 0.0 | $878k | 13k | 68.26 |
|
|
| Public Storage (PSA) | 0.0 | $839k | -5% | 2.8k | 299.39 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $824k | 22k | 37.98 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $813k | +36% | 17k | 48.33 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $794k | 19k | 42.05 |
|
|
| Ball Corporation (BALL) | 0.0 | $787k | -2% | 14k | 55.13 |
|
| 3M Company (MMM) | 0.0 | $778k | +11% | 6.0k | 129.10 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $775k | NEW | 30k | 25.83 |
|
| SYSCO Corporation (SYY) | 0.0 | $774k | -3% | 10k | 76.46 |
|
| Five Star Bancorp (FSBC) | 0.0 | $762k | NEW | 25k | 30.09 |
|
| Equity Comwlth Com Sh Ben Int (EQC) | 0.0 | $754k | +3% | 426k | 1.77 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $753k | NEW | 23k | 32.76 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $742k | 5.7k | 130.68 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $739k | 12k | 59.73 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $731k | +46% | 5.3k | 137.57 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $725k | -4% | 3.7k | 195.83 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $707k | +7% | 3.3k | 211.38 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.0 | $701k | NEW | 33k | 21.55 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $697k | NEW | 23k | 29.86 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $688k | -8% | 9.0k | 76.14 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $680k | -16% | 11k | 62.31 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $678k | -4% | 7.7k | 88.40 |
|
| Yum! Brands (YUM) | 0.0 | $674k | -3% | 5.0k | 134.16 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $673k | +22% | 2.6k | 254.39 |
|
| Boeing Company (BA) | 0.0 | $640k | 3.6k | 177.00 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $639k | +39% | 5.4k | 118.07 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $627k | 1.2k | 511.23 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $622k | -3% | 4.9k | 126.75 |
|
| Ncino (NCNO) | 0.0 | $597k | -25% | 18k | 33.58 |
|
| Genuine Parts Company (GPC) | 0.0 | $596k | 5.1k | 116.76 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $584k | -4% | 4.5k | 129.34 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $583k | +11% | 1.6k | 375.38 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $566k | +10% | 3.7k | 154.98 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $561k | NEW | 2.0k | 278.94 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $559k | -34% | 12k | 45.62 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $548k | +35% | 4.2k | 131.76 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $544k | -3% | 13k | 41.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $531k | -7% | 1.3k | 401.58 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $527k | 925.00 | 569.73 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $510k | 23k | 22.21 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $509k | +16% | 2.3k | 224.35 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $506k | +46% | 16k | 31.44 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $505k | 6.8k | 74.01 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $505k | 1.5k | 342.16 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $502k | NEW | 21k | 24.06 |
|
| FedEx Corporation (FDX) | 0.0 | $490k | +13% | 1.7k | 281.32 |
|
| Pinnacle Financial Partners (PNFP) | 0.0 | $483k | 4.2k | 114.39 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $475k | +73% | 9.1k | 52.16 |
|
| Analog Devices (ADI) | 0.0 | $474k | 2.2k | 212.46 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $471k | -8% | 4.6k | 101.85 |
|
| Illinois Tool Works (ITW) | 0.0 | $449k | +49% | 1.8k | 253.56 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $428k | -7% | 7.4k | 58.18 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $427k | +2% | 5.5k | 78.01 |
|
| At&t (T) | 0.0 | $423k | +3% | 19k | 22.77 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $415k | -6% | 1.9k | 221.00 |
|
| Equifax (EFX) | 0.0 | $411k | -9% | 1.6k | 254.85 |
|
| MetLife (MET) | 0.0 | $405k | -4% | 4.9k | 81.88 |
|
| Dell Technologies CL C (DELL) | 0.0 | $398k | -2% | 3.5k | 115.25 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $392k | -3% | 5.2k | 75.61 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $389k | -2% | 1.1k | 366.06 |
|
| Manulife Finl Corp (MFC) | 0.0 | $386k | 13k | 30.71 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $383k | +25% | 2.4k | 162.93 |
|
| Intuit (INTU) | 0.0 | $381k | 606.00 | 628.19 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $375k | 5.3k | 71.04 |
|
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $373k | +4% | 16k | 22.72 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $369k | +20% | 6.5k | 56.70 |
|
| Enbridge (ENB) | 0.0 | $365k | +17% | 8.6k | 42.43 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $361k | 7.0k | 51.51 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $357k | NEW | 9.3k | 38.37 |
|
| Discover Financial Services (DFS) | 0.0 | $350k | 2.0k | 173.23 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $348k | NEW | 3.6k | 96.83 |
|
| Norfolk Southern (NSC) | 0.0 | $347k | -16% | 1.5k | 234.70 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $342k | +17% | 1.8k | 187.84 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $335k | +23% | 2.8k | 121.31 |
|
| Waste Management (WM) | 0.0 | $332k | -5% | 1.6k | 201.79 |
|
| Fifth Third Ban (FITB) | 0.0 | $331k | 7.8k | 42.28 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $326k | +2% | 2.6k | 125.72 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $316k | +24% | 7.8k | 40.67 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $315k | 649.00 | 485.94 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $297k | -17% | 6.2k | 47.83 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $292k | 3.1k | 93.33 |
|
|
| MasTec (MTZ) | 0.0 | $291k | 2.1k | 136.14 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $290k | -3% | 1.1k | 257.23 |
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $288k | 8.3k | 34.81 |
|
|
| PNC Financial Services (PNC) | 0.0 | $281k | 1.5k | 192.85 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $277k | -3% | 1.1k | 242.13 |
|
| South State Corporation (SSB) | 0.0 | $276k | +4% | 2.8k | 99.48 |
|
| Global Payments (GPN) | 0.0 | $276k | -13% | 2.5k | 112.06 |
|
| Fidus Invt (FDUS) | 0.0 | $274k | 13k | 21.02 |
|
|
| Target Corporation (TGT) | 0.0 | $271k | -16% | 2.0k | 135.18 |
|
| Edwards Lifesciences (EW) | 0.0 | $267k | 3.6k | 74.03 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $266k | -9% | 2.9k | 92.61 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $263k | +4% | 7.1k | 36.79 |
|
| Palo Alto Networks (PANW) | 0.0 | $262k | +100% | 1.4k | 181.96 |
|
| Philip Morris International (PM) | 0.0 | $259k | 2.2k | 120.35 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $256k | 618.00 | 413.44 |
|
|
| S&p Global (SPGI) | 0.0 | $252k | -2% | 505.00 | 498.03 |
|
| Simon Property (SPG) | 0.0 | $246k | NEW | 1.4k | 172.21 |
|
| Travelers Companies (TRV) | 0.0 | $239k | -4% | 992.00 | 240.89 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $237k | 5.0k | 47.38 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $234k | 2.9k | 81.98 |
|
|
| Yum China Holdings (YUMC) | 0.0 | $233k | -3% | 4.8k | 48.17 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $231k | 4.8k | 48.42 |
|
|
| Chubb (CB) | 0.0 | $228k | -10% | 826.00 | 276.30 |
|
| Emerson Electric (EMR) | 0.0 | $222k | -5% | 1.8k | 123.93 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $219k | NEW | 3.8k | 57.41 |
|
| Linde SHS (LIN) | 0.0 | $215k | -5% | 513.00 | 418.67 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $209k | NEW | 2.0k | 102.09 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $201k | -9% | 2.6k | 78.18 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $118k | NEW | 15k | 7.86 |
|
| Avidxchange Holdings (AVDX) | 0.0 | $113k | NEW | 11k | 10.34 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Bragg Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Bragg Financial Advisors 2024 Q2 filed Aug. 15, 2024
- Bragg Financial Advisors 2024 Q1 restated filed May 14, 2024
- Bragg Financial Advisors 2024 Q1 filed May 14, 2024
- Bragg Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Bragg Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Bragg Financial Advisors 2023 Q1 filed May 15, 2023
- Bragg Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Bragg Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Bragg Financial Advisors 2022 Q2 filed Aug. 15, 2022
- Bragg Financial Advisors 2022 Q1 filed May 11, 2022
- Bragg Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Bragg Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Bragg Financial Advisors 2021 Q2 filed Aug. 16, 2021
- Bragg Financial Advisors 2021 Q1 filed May 14, 2021